Compare · 3 funds side by side · dividends reinvested

DFAT, VUG and VO

DFATDimensional×VUGVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

DFAT, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$31.1B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAT 2000 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.1B$15,974

DFAT

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFATMeasureVUG

+17.0%Year to dateJan 1 → Nov 5+0.5%

+23.5%1 yearTotal return−0.6%

+18.5%3 years · per year$10,000 became $16,661 · $18,532+22.8%

+9.8%5 years · per year$10,000 became $15,974 · $16,052+9.9%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.35%Trailing 12-mo yield$135 · $43 a year on $10k0.43%

−9.6%Worst dropSmaller is better−15.1%

14.7%VolatilityLower is calmer19.0%

DFATVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3DFAT wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs VUG: Top 5 Holdings

Today

DFAT

3.5%in top 5

VUG

in top 545.2%

DFATStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DFAT vs VUG Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

DFATVUGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAT vs VO

YTD

DimensionalDFAT

+17.0%

VOVanguard

+10.7%

+17.0%Year to date+10.7%

−9.6%Worst drop · 1Y−8.2%

14.7%Volatility · 1Y12.9%

1.3%Yield1.4%

$31.1BAssets$103B

3–1VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAT0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAT, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAT1.35%$135

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAT$135 − $31 = $104

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAT, VUG, VO

Today

10.2%most shared, VUG and VO

DFATVUGVO

DFAT—0.0%0.0%

VUG0.0%—10.2%

VO0.0%10.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.5%DFAT, at 14.7% volatility

VOWorst drop−8.2%12.9% vol

DFATWorst drop−9.6%14.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAT

+10.7%Year to date+17.0%

1.4%Yield1.3%

+12.4%Past year+23.5%

0.03%Fee0.31%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026